At Cool Life, we’re committed to evolving with your business needs. Our latest platform upgrades are designed to streamline your workflows, enhance communication, and give you full control over your sensitive data—all while improving your overall user experience.

Whether you're managing transactions, client engagements, or document-heavy processes, these new features bring more power and clarity to your day-to-day operations. Now is the ideal time to explore the full capabilities of our integrated CRM and Vault Room solution.

What’s New

Vault Rooms: Secure, Streamlined, Smarter

Email and Communication Enhancements

• Emails now display the admin’s name in the Reply-To field, helping ensure deliverability and maintain brand consistency.

• Upload confirmation emails now include a detailed summary, showing exactly which files were uploaded to keep you fully informed.

Reporting Tools for Compliance and Oversight

• User Download Tracking Report: View which files each user has downloaded to monitor access and intent.

• Expanded File History Report: Gain granular insight into all file activities.

• File Tree Report: Displays permission-based visibility and folder structure by security level.

• All reports now support export to Excel and CSV for better analysis and record-keeping.

Interface and Accessibility Enhancements

• Refreshed user interface with real-time auto-refresh and success indicators

• New dark mode option for low-light work environments

• Expanded language support for files: Mandarin, Hebrew, and Spanish

Get Started with a VDR Today

Vault Room + CRM Integration: Streamline Your Entire Workflow

Is it time to unlock the full potential of your platform? With Vault Rooms and CRM fully integrated, your deal management becomes even more efficient:

• Instantly create Vault Room users from existing CRM contacts

• Launch a Vault Room directly from within your CRM engagement timeline

• Improved clarity and performance when importing multiple rooms or handling migrated data

Reduce redundancy and enhance operational visibility with a single, seamless workflow.

CRM Enhancements Built for Closers

Your CRM continues to evolve with powerful tools designed to support the full lifecycle of your transactions:

• Business Broker Dashboard to manage listings, deal flow, and commissions

• Image-Preview article publishing to enhance communication and engagement

• Product and classified listing tools for your online communities and marketing efforts

• End-to-end lifecycle support—from lead intake to signed contracts

• Integrated billing, NDA workflows, and customizable document templates

• DocuSign integration for fast, secure document execution

Get Started with a CRM Today

Upgrade Now and Maximize Your Workflow

If you're using only Vault Rooms or only the CRM, you're missing out on the full power of a connected platform. By combining both, you can streamline internal operations, accelerate deal timelines, and operate with greater precision.

Already a Cool Life user? Upgrade your plan to unlock the full feature set.
New to Cool Life? Schedule a walkthrough and see the difference for yourself.

Let us help you simplify, secure, and scale your success.

Cool Life: The Workflow-Driven CRM and Vault Room Platform for Dealmakers